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The Stock Report

Home Page
Authors Biography
Risks, Uncertainties and Disclosures


Getting Started
 - Introduction
 - Picking a Firm
 - Opening an Account
 - Types of Accounts
 - The Importance of Title
 - Placing an Order
 - Order Duration
 - The Entrance Fee

The Envelope System

Time Value of Money
 - Introduction
 - Time Value Tables
 - Introducing the HP12C
 - Tricks to Watch out for


Educational Library

Type Securities

Bank Savings
 - FDIC Insurance
 - Savings Accounts
 - Money Market Accounts
 - Money Market Mutual Funds
 - Certificates of Deposit – (Time Deposits)
 - Holiday Savings Clubs
 - Vacation Savings Clubs
 - Treasury Savings Bonds

Equity Instruments
 - Common Stock
 - Preferred Stock
 - Tracking Stock
 - Spin-off
 - Partial Spin-off
 - Stock Rights
 - Stock Classes
 - Real Estate Investment Trust (REIT)

 - Type of Yields
 - Bond Rating Agencies
 - The Yield Curve
 - Laddering
Types of Bonds
 - Corporate Bonds
 - Municipal Bonds
 - Asset Backed Securities (ABS)
 - High-Yielding Securities – Junk Bonds
 - Enhanced Trust- Preferreds
 - Zero-Coupon Bonds
 - STRIPS Bonds
 - Internotes
 - International Bonds
 - Brady Bonds

Treasury Securities
US Treasury Securities
Summary of Treasury Securities:
    Treasury Bills
    Treasury Notes
Treasury Bonds
    Treasury Inflation-Protected Securities (TIPS)

Government Agencies and Related Securities
 - The Main Issuers
 - Background of the main GSE
 - Types of Securities

 - Stock Options
 - Stock Warrants
 - Interest Rate Swaps
 - Interest Rate Caps, Floors and Collars
 - Swaptions
 - Futures and Forward Contracts
 - Managed Futures

 - Mutual Funds (Opened-End Funds)
 - Index Funds
 - Closed-End Funds (CEFs)
 - Exchange Traded Funds (ETFs)
 - Hedge Funds
 - Separately Managed Accounts (SMAs)

 - Types of Annuities
 - The Different Phases of an Annuity
 - Fees, Expenses and Bonuses to Watch For
 - Sub Accounts

 - 1035 Exchanges


Investment Strategies



Value Investing

Growth Investing

Income Investing

Market Capitalization

Momentum Investing

Technical Investing

Buy and Hold Strategy

Buy What You Know

Contrarian Investing

Turnaround Investing

Tobin’s Q

Responsible Investing


Global Investing

The Dow Theory

Odd-Lot Theory

Election Cycle Theory

Dow Dividend Theory

Penny Stocks

Initial Public Offerings

Dollar Cost Averaging


Risk Tolerance


Technical Analysis

Technical Analysis Overview

Types of Charts 

Bar Charts
      Line Charts
      Candlestick Charts


Chart Reading
      Resistance Levels
      Support Levels


Moving Average

      Simple Moving Average
      Weighted Moving Average
      Exponential Moving Average
      Triangular Moving Average

Momentum Indicators / Oscillators
Rate of Change
Relative Strength Index
Moving Averages Convergence /  Divergences
Price Oscillator
Money Flow Index
Williams %R
Volume + Moving Average

Stock Chart Overlays:
Bollinger Bands
Parabolic SAR

Stock Chart Patterns:

Head and Shoulders
     V Formations
     Double Tops and Bottoms
     Triple Tops and Bottoms
     Saucers - Rounded Tops and Bottoms
     Ascending, Descending and Symmetrical Triangles
     Channels - Rectangles
     Rising and Falling Wedges
     Bullish and Bearish Flags
     Cup and Handle
     Pan and Handle
     One-Day Reversals
     Island Reversal

Dow Theory

Elliot Wave Theory



Fundamental Analysis

Introduction to Fundamental Analysis
The Accounting Process
 - The Postulates and Principles of Accounting:
     * Postulates of Accounting
     * Principles of Accounting
 - The Financial Statements
     *  The Balance Sheet
     *  The Income Statement
     *  The Cash Flow Statement
     *  The Shareholders’ Equity Statement

Income Statement Analysis
 - Great companies and good EPS growth do not guarantee
    stock market profits
 - The P/E ratio can create buying opportunities

 - Mishaps can create steals
 - Unusual charges reduce the value of your stock
 - ROE is the single best tool for investors
 - ROA is another valuable tool
 - Investors pay for high profit margins
 - Lenders can eat up all the profits
 - Depreciation creates deferred taxes, which have equity-like

 - EPS is a complicated calculation

Balance Sheet Analysis 
 - Leverage and financial strength affect share value
 - Liquidity concerns can decimate a business
 - Cash is critical, to a point
    * Window Dressing
    * Cash Gap
    * Cash per Share
    * Burn Rate
 - Marketable Securities
 - Receivables are interwoven with cash flow
    * Past Dues and Write-offs
    * Receivables turnover ratios
    * Securitizations
 - Inventory - focus on the profit margins
       * Perpetual vs. Periodic Inventory
        * Inventory Accounting Calculation
        * Inventory Costing Methods
        * Lower of Cost of Market
        * Inventory Categories
        * Inventory Turnover Ratios

 - Fixed assets are necessary in order to be a world class
 - Liabilities with equity attributes are enriching
 - Emphasizing debt net of cash can be misleading
 - Book value is a tool to properly evaluate a stock
 - Off-balance sheet assets and liabilities are legal

Cash Flow Analysis
 - The effects of growth on cash flow and earnings
 - How free cash flow benefits investors
 - Don’t blame EBITDA for your losses
 - The borrowing base impacts cash flow and equity
 - The debt repayment schedule can predict a liquidity crisis

Shareholders’ Equity Analysis
 - Are the stockholders really owners?
 - Do you know where your equity dollars are?
 - How comprehensive income can affect stock values
 - Watch out for your Dividends
 - Stock splits, dividends and reverse splits
 - Spin-offs, tracking stocks and determining new cost basis
 - Stock rights give board of directors more power then they are
    entitled to

Ratios and Definitions
Market Price Analysis
 - Profitability Analysis
 - Liquidity Analysis
 - Cash Flow Analysis
 - Capital – Leverage Analysis
 - Activity Analysis



Retirement Savings

 - Introduction
 - Types of Tax Incentives
 - Maximize Company Savings Plans
 - Automatic Savings
 - Contribution Limits
 - Types of Retirement Accounts
 - Small Business & Self-Employed Plans
 - Asset Allocation
 - Educational Savings Accounts

Misc Pages

Market Thoughts
Stocks of Interest
Sample Portfolios
2005 Stock Ideas
2004 Stock Ideas
Asset Allocation
Atlantic City Stock Ideas
Money Tips
Mutual Funds
Loans, Leases & Equity
Ask the Author
Ask the Author Responses
Author Responses to questions
Global Investing
Academic Research

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Risks, Uncertainties and Disclosures


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| Home | Getting Started | Bank Savings | Equity Instruments | Bonds | Treasury Securities | Agency Securities | Derivatives |
| Funds | Annuities | Value Investing | Growth Investing | Income Investing  | Market Capitalization Strategy
| Momentum Investing | Technical Investing | Buy and Hold Strategy | Buy What You Know | Contrarian Investing | Turnaround Investing |
| Tobin’s Q | Responsible Investing | ADR's  | Global Investing Strategy | The Dow Theory  |  Odd-Lot Theory  |
| Election Cycle Theory  | Dow Dividend Theory | Penny Stocks | IPOs | Dollar Cost Averaging | Drips | Risk Tolerance  |
| Introduction to Fundamental Analysis | Income Statement Analysis | Balance Sheet Analysis | Cash Flow Analysis |
| Shareholders’ Equity Analysis | Ratios and Definitions | Technical Analysis | Type of Charts | Chart Reading | Oscillators |
| Chart Overlays | Chart Patterns | Elliot Wave Theory | Spinella Heart Rate Theory | Fibonacci | The Envelope System |
| Time Value of Money | Exchanges | IndexesAsset Allocation | Retirement Savings | Site Map |

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